Greg Kustanovich 🇺🇸

This is MY PRESIDENT 🇺🇸🇺🇸🇺🇸

Military muscle memory 🤣🤣🤣 youtube.com/shorts/fkH8OSG… via @YouTube

30K Nasdaq

📅 President Trump’s Daily Schedule Wednesday, May 27, 2026 8:00 AM EDT THE PRESIDENT participates in Executive Time CLOSED PRESS 📍 The White House 11:00 AM EDT THE PRESIDENT participates in a Cabinet Meeting WHITE HOUSE PRESS POOL 📍 Cabinet Room 3:00 PM EDT THE PRESIDENT participates in a Policy Meeting CLOSED PRESS 📍 Oval Office 4:00 PM EDT THE PRESIDENT participates in a Policy Meeting CLOSED PRESS 📍 Oval Office Distributed on May 27, 2026

The S&P 500 and Nasdaq hit record closing highs as AI-fueled optimism offset anxiety over Middle ‌East peace talks — concerns that were compounded by recent US strikes on Iran reut.rs/4dK4Igb

On May 26, at the direction of #SOUTHCOM commander Gen. Francis L. Donovan, Joint Task Force Southern Spear conducted a lethal kinetic strike on a vessel operated by Designated Terrorist Organizations. Intelligence confirmed the vessel was transiting along known narco-trafficking routes in the Eastern Pacific and was engaged in narco-trafficking operations. One male narco-terrorist was killed during this action, and there were two survivors. Following the engagement, USSOUTHCOM immediately notified the U.S. Coast Guard to activate the Search and Rescue system for the survivors. No U.S. military forces were harmed. @DeptofWar @USCG #OpSouthernSpear

True story.

Lunch

"Semis are now up +14% over 5-days; this equates to 16.5% of performance above NVDA over these 5 days, matching the largest SOX v NVDA 5-day spread since 2018" - Goldman

Goldman raises year end S&P price target from 7600 to 8000 driven entirely by AI capex. if it was UBS, the target would be 50,000

AI usage at work: Optimistic case: up 2% YoY (RTPS) Pessimistic case: down every quarter since July 2025 (Hartley et al). Source: JPM

President Trump just posted this on Truth Social. .

Ken Paxton has apparently defeated incumbent GOP Senator John Cornyn in tonight's Texas Senate Primary Runoff. President Trump endorsed Paxton in the contest. .

This is what it looks like when you bought $MU a year ago.

Latest valuations: • Tesla @ $1.36 trillion • SpaceX @ $1.75 trillion Which company would you rather own?

A gamma squeeze is fun until your become the exit liquidity. There is nothing wrong with taking some off the table. No one ever went broke from taking a profit.

Pam has been quietly kicking cancer's ass the last few weeks. @PamBondi has a heart of gold 💛

We are seeking five Acting Deputy Assistant Attorneys General on a 120-day detail. This position serves as a senior executive responsible for the national oversight, strategic direction, and policy determination of the Department’s enforcement programs and is responsible for coordinating, integrating, and modernizing strategy across the litigation and enforcement portfolios of the Fraud Division, including in areas such as health care, public benefits programs, tax, government procurement, financial fraud, and other complex crimes. Learn more on how to apply here: justice.gov/legal-careers/…

THERE ARE CURRENTLY 14 PUBLIC COMPANIES IN THE WORLD WORTH MORE THAN $1 TRILLION 🥇 Nvidia $NVDA: $5.2T 🥈 Google $GOOGL: $4.7T 🥉 Apple $AAPL: $4.5T 4. Microsoft $MSFT: $3.1T 5. Amazon $AMZN: $2.9T 6. Taiwan Semiconductor $TSM: $2.1T 7. Broadcom $AVGO: $2T 8. Saudi Aramco: $1.8T 9. Tesla $TSLA: $1.6T 10. Meta Platforms $META: $1.6T 11. Samsung: $1.3T 12. Berkshire Hathaway $BRK.B: $1T 13. Micron $MU: $1T 14. SK Hynix: $1T 10 are from the United States 🇺🇸 2 are from South Korea 🇰🇷 1 is from Saudi Arabia 🇸🇦 1 is from Taiwan 🇹🇼

NEW: South Korea unveiled its first official plan to develop nuclear-powered attack submarines, with the first vessel targeted for launch in the mid-2030s. The submarines will be built entirely domestically using low-enriched uranium reactors, drawing on the country's shipbuilding and civilian nuclear industries. The announcement follows U.S. approval granted by President Trump in October 2025.

NEW IN: There's now an 93% chance Anthropic has a higher valuation than OpenAI this year.